Non-profit Accounting & Tax Services

As a nonprofit organization, you encounter distinct challenges that for-profit businesses don’t, such as filing Form 990 annually, adhering to OMB Circular A-133 requirements, and paying taxes on unrelated business income. That’s why it's invaluable to have a dedicated team of tax and accounting professionals who specialize in nonprofit accounting and tax compliance working with you. 

By leveraging state-of-the-art technology tailored for nonprofits, along with clear communication and proactive tax planning strategies, we ensure that every financial decision you make aligns with your organization’s bylaws, optimizes your available funding, and minimizes costs. Whether you’re an established nonprofit, association, foundation, charity, or service organization, or just beginning to turn your idea into a reality, we are here to help. 

• Conduct annual audits
• Submit annual Forms 990 and 990-T
• Prepare supporting documents (income, program and functional expenses, balance sheets, revenue support schedules)
• Prepare quarterly and annual financial statements
• Prepare reviewed or compiled financial statements
• Comply with state laws affecting nonprofits
• Apply for tax-exempt status under (Section 501(c)(3) - including filing Form 1023